Grids

Sorting With Column Headings

Select a column header to sort the entire grid by the values in the selected column in either ascending or descending order. Each new sort is unique and replaces the previous sort.

Utilizing Filters

Filter gives you complete control over how data appears in the grids. Complex filtering, using AND/OR, is also supported.

Working With Saved Views

When you navigate to a grid screen that lets you choose saved views, the default All Relationships view displays all available data. No sorting, filtering, or search parameters are applied at this point. The defined filters can be retained as saved viewswhich makes it easy to return to a favorite data configuration by selecting the appropriate view from the My Saved Views drop-down list.

Exporting Data

Whenever Export appears above a grid, you can use it to send all data in the grid to either a .csv or an Excel^® file. When the data is exported to a .csv file, the file only contains the data from the grid. No header information, footer information, or special formatting is included.

When an Excel^® file is created, headers, footers, and formatting are included.

The exported data retains any sorting, filtering, or summarizing by settings that have been applied to the grid. All data across all the pages of the grid are gathered into the export file.

Searching

Utilize Search to globally explore the Profitability and Pricing modules. You can navigate to relevant relationships (and customers), pricing opportunity, pages, and system users.

You can begin a search from any page of the application. Enter at least three characters in the Search box and select Go. Resulting matches, each showing a name and type of data, are provided on the Search Resultspage as selectable links.

Selecting Dates

The data in most Profitability grids defaults to the current month in the application. Select the calendar box to choose a specified month. You can also use the Custom option to display cumulative data values in the grid for a range of months.